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Segments

By segment

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Acima$622.98M-2.5%
Rent A Center$450.79M+13.7%
Mexico$25.29M+18.9%

Other financials

Income statement

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Revenue$1.2B+3.7%
Gross profit$586.5M+6.6%
Operating income$77.4M+23.7%
Net income$35.8M+44.4%
EPS (diluted)$0.61+45.2%

Balance sheet

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Cash & equivalents$98.4M-8.3%
Total debt$1.3B-5.9%
Total equity$715.7M+5.4%
Total assets$3.1B+2.8%

Cash flow

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Operating cash flow$170.7M+15.3%
CapEx$16.0M+50.9%
Free cash flow$154.7M+12.6%

Valuation

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Market cap$1.14B-9.7%
Enterprise value$2.33B-9.1%
P/E13.5×+1.2×
P/S0.2×0.0×

Profitability

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Gross margin48.7%+1.0pp
Operating margin5%-1.6pp
Net margin1.8%-1.0pp
FCF margin5.8%

Returns & leverage

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Return on equity12.1%-7.1pp
Debt / equity1.8×-0.2×

Where this comes from

Reported directly by Upbound Group, Inc. in its filing.

Tagged under the XBRL concept upbd:RentalMerchandiseOnRentNet.

The source filing: Upbound Group, Inc.’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 6:08 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-029049
Line itemMarch 31, 2026December 31, 2025
Receivables, net of allowance for doubtful accounts of $30,107 and $29,661 in 2026 and 2025, respectively195,379203,194
Prepaid expenses and other assets143,129153,010
Rental merchandise, net
On rent1,099,0591,202,282
Held for rent127,657114,525
Merchandise held for installment sale5,0515,205
Property assets, net of accumulated depreciation of $572,881 and $556,812 in 2026 and 2025, respectively304,388310,126
Operating lease right-of-use assets275,730272,692

Item 1. Condensed Consolidated Financial Statements.

FAQ

What is Upbound Group, Inc.'s on rent?
Upbound Group, Inc. (UPBD) reported on rent of $1.1B in Q1 2026.
How has Upbound Group, Inc.'s on rent changed year-over-year?
Upbound Group, Inc.'s on rent increased by 4.0% year-over-year, from $1.06B to $1.1B.
What is the long-term trend for Upbound Group, Inc.'s on rent?
Over 3 years (2022 to 2025), Upbound Group, Inc.'s on rent has grown at a 6.7% compound annual growth rate (CAGR), from $989.87M to $1.2B.
What does on rent mean?
This reflects the net book value of rental merchandise currently in the possession of customers under active lease-to-own agreements. It represents the portion of the company's inventory that is actively generating revenue through recurring lease payments. High levels of merchandise on rent indicate strong customer demand and effective utilization of the company's rental asset base.

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